Archive February 2016
TD Ameritrade Agrees to Acquire Assets of FA Insight, Delivering Big Data Capabilities to Independent RIAs
ORLANDO, Fla. – TD Ameritrade, among the largest providers of custody and brokerage services to independent registered investment advisors (“RIAs”), has agreed to acquire the research, benchmarking and consulting capabilities of FA Insight, a combination that will give advisors ready access to some of the industry’s deepest and most comprehensive collection of business information.
TD to Acquire FA Insight to Bring Big Data to Advisors
“With the acquisition, TD clients will gain access to benchmarking data going back more than a decade, consulting tools and annual research reports. Advisors will also eventually get customized reports…”
TD Ameritrade to Acquire FA Insight for Big Data
“The acquisition…will make available more than a decade of survey data as well as three industry studies for advisers, including ‘Growth by Design,’ ‘People and Pay’ and a mergers and acquisition-focused report. Research on areas such as client acquisition, staffing and compensation, pricing strategies, operational efficiency and risk management also will be provided to advisers.”